Financial Expert

Job Overview

We are seeking a highly motivated and experienced accounting professional to join our team. This role is ideal for someone who takes full ownership of their work, communicates directly with clients, and can independently manage files from start to finish.

Responsibilities

• Manage engagement work from planning through completion with minimal supervision
• BUILD and maintain strong client relationships by understanding client business models, and providing timely communication via phone and email
• Participate in planning meetings and contribute to engagement strategy with input from senior team members
• Review prior year files, draft preparatory client questions, and manage document collection to ensure smooth file progression
• Prepare compiled financial statements (NTR), note disclosures where applicable, and corporate tax returns (T2)
• Prepare internal-use-only financial statements
• Monitor deadlines for tax filings, bank reporting, and other key deliverables, ensuring all engagements stay on track
• Prepare HST/GST returns, WSIB annual returns, and EHT returns
• Prepare adjusting journal entries and maintain full working paper documentation
• Perform GL account reviews for reasonability and accurate allocations
• Reconcile Canadian investment accounts and track tax-reporting data for capital assets
• Respond to CRA or tax authority inquiries regarding assessments and client accounts
• Draft technical memos with preliminary conclusions using appropriate accounting or tax standards
• Assist with client-side cash flow projections and budget-to-actual analysis
• Present data clearly using Excel, Word, CaseWare/CaseView, and iFirm
• Manage multiple projects and engagement timelines simultaneously
• Maintain continuous communication with Managers/Partners and flag issues, delays, or risks proactively
• Follow up persistently on outstanding items and client queries until resolution
• Support ad hoc and internal file requests, including working paper cleanups, special projects, or financial analysis

Accountability and Contribution to Firm Growth

• Demonstrate a strong sense of personal accountability by owning your outcomes and maintaining a high standard of quality
• Be proactive in identifying inefficiencies, recurring issues, or process gaps in your own work or across the firm
• Provide constructive feedback to the management group, offering suggestions to improve workflow, client service, or internal systems
• Assist with documentation of SOPs (Standard Operating Procedures) based on real workflow gaps
• Actively participate in firm-wide improvement initiatives even when they fall outside your direct responsibilities
• Embrace a culture of openness, learning, and operational enhancement, your insights are expected, not optional

About the Ideal Candidate

• Diploma or degree in Accounting, Finance, or related field
• 2–4 years of experience in Canadian public accounting
• CPA designation in progress or newly earned
• Proficient with iFirm, iFirm Tax Prep, and CaseWare/CaseView
• Experience with Microsoft 365 (Outlook, Word, Excel, Teams), cloud storage, and Adobe PDF tools
• Familiarity with CCH iFirm, Caseware, Taxprep, QBO, Adobe
• Understanding of ASPE and Canadian tax standards
• Knowledge of compliance areas including GST/HST, payroll, EHT, WSIB, and CRA programs
• Strong interpersonal and communication skills, client-facing experience is essential
• Ability to manage competing deadlines and balance multiple engagements
• High attention to detail, logical reasoning, and consistent follow-through
• Commitment to professional growth, including learning from feedback and contributing to others' learning

Preferred Qualifications

• Direct experience in a Canadian public accounting or bookkeeping environment
• Familiarity with investment bookkeeping
• Familiarity with CRA tax filings, payroll schedules, and general year-end workflows

We value honesty, accountability, and open communication. We foster meaningful conversations and empower employees to grow professionally and personally.

Our organization is committed to excellence in everything we do. We strive to deliver outstanding results and exceed expectations.

Work Environment

• Full-time

Industry

• Finance, Accounting, and Consulting

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